Grant Koehler & Levin Ltd.
Grant Koehler & Levin Ltd. is an SEC-registered wealth manager with $289.4M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Grant Koehler & Levin Ltd.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 125531, SEC 801-61856, data through 2026-03-18.
- AUM (assets under management / regulatory AUM)
- $289.4M (2026-03-18)
- Firm type
- Wealth Manager
- Employees
- 3
- Clients
- 191
- CRD
- 125531
- Ownership
- GRANT, CHRISTOPHER, JOHN; KOEHLER, THOMAS, ARNOLD; HOGATE, DEBORAH, KENT; LEVIN, THEODORE, DAVID; PATIN, FORREST, R.
How much AUM does Grant Koehler & Levin Ltd. have?
Grant Koehler & Levin Ltd. reported $289.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-18).
Who owns Grant Koehler & Levin Ltd.?
Disclosed owners and executives of Grant Koehler & Levin Ltd. include GRANT, CHRISTOPHER, JOHN, KOEHLER, THOMAS, ARNOLD, HOGATE, DEBORAH, KENT, LEVIN, THEODORE, DAVID, PATIN, FORREST, R.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.